Black Sea disruptions push wheat to record high; Australia, North America demand up

Após 361 eventos altista de geopolítica passados, Trigo (SRW) subiu em mediana +0,7% em 5 sessões (58% de alta; metade central de -1,4% a +3,7%), e +1,3% em 20.

• 15 de jul. de 2026French wheat prices hit record high amid Sea of Azov disruptions, EU heat wave | S&P Global+3,2%
• 3 de set. de 2026EXCLUSIVE: Asian buyers turn to Australian, Argentine wheat amid Black Sea disruptions | Reuters+0,7%
• 20 de jul. de 2023Black Sea conflict boosts wheat prices in Southeast Asia, Australia | S&P Global-0,7%
• 29 de jul. de 2026Wheat up 1%, rises for second session on Black Sea disruptions | ZAWYA-1,4%
• 12 de out. de 2026Black Sea disruption enters third month, pushes wheat buyers to alternative origins | World Ports Organization+3,7%

Após 94 eventos altista de geopolítica passados, Trigo (HRW) subiu em mediana +0,1% em 5 sessões (50% de alta; metade central de -2,7% a +5,8%), e +0,1% em 20.

• 15 de jul. de 2026French wheat prices hit record high amid Sea of Azov disruptions, EU heat wave | S&P Global+1,8%
• 3 de set. de 2026EXCLUSIVE: Asian buyers turn to Australian, Argentine wheat amid Black Sea disruptions | Reuters-1,3%
• 29 de jul. de 2026Wheat up 1%, rises for second session on Black Sea disruptions | ZAWYA-2,7%
• 12 de out. de 2026Black Sea disruption enters third month, pushes wheat buyers to alternative origins | World Ports Organization-1,6%
• 30 de jul. de 2026First Thing Today | Wheat rallies overnight on Black Sea shipping disruptions - Pro Farmer-1,7%